PrycebookYour quote template got you this far. A price book gets you the rest of the way.
Most service companies start quoting from a spreadsheet or a Word doc, and it works — until a second person starts quoting, prices change, or you can't remember which version you sent. Here's what changes when every quote is built from one price book.
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Side by side
The same quote, built two ways.
Prices
Spreadsheet or Word
Copied from the last quote or typed from memory, so two people can price the same job two ways.
Prycebook
Every quote pulls from one price book. Change a price once and the next quote uses it.
Margin
Spreadsheet or Word
Your cost is on another tab, if it's written down at all. A thin job shows up after it's done.
Prycebook
Track the cost of every item and see the quote's margin while you build it, with a warning when it's under your target.
Building the quote
Spreadsheet or Word
Rebuilt line by line, or saved over last week's job and hoping nothing old is left in it.
Prycebook
Pick several items at once from your price book, or start the jobs you do every week from a saved template.
How it looks
Spreadsheet or Word
One edit to the template and the columns shift, the logo moves, and the totals stop adding up.
Prycebook
Your logo and brand colors on the PDF, the email, and the link your customer opens, set once in Settings.
Getting a yes
Spreadsheet or Word
Export a PDF, attach it, and wait for a reply or chase a signature.
Prycebook
Send a link. Your customer reviews the quote and accepts it from their phone, with no account to create.
Knowing where it stands
Spreadsheet or Word
No way to tell whether they opened it, so you call and ask.
Prycebook
An email the first time your customer opens it, and the quote shows when they did and how often they came back.
Your spreadsheet isn't wasted work
The price list you've been keeping is the start of your price book. Save it as a CSV and import it — there's a downloadable template that shows which column goes where, and a preview before anything is saved.
- Import items from a CSV, and export them again whenever you like
- Import your customer list as contacts the same way
- Adjust prices in bulk when your supplier's go up
- Flag items that are missing a price, cost, or description
When a spreadsheet is still enough
If you send a handful of quotes a year and price every job yourself, a good template may be all you need. Prycebook earns its keep once more than one person quotes, your prices move during the year, or you've lost track of which quotes are still out.
Not sure which side you're on? Open the sample quote — it's the page your customer would get — and judge for yourself.
See a sample quote, exactly as your customer gets itRetire the quote template
Import your price list this afternoon and send your first quote from it tomorrow.